+20.1%
APD vs SWK
+71.2%
-51.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -3.7% | +11.0% | -14.7% | -5.0% |
| 30D | +9.6% | +30.1% | -20.4% | +5.9% |
| 3M | +1.6% | +14.7% | -13.0% | -0.5% |
| 6M | +2.2% | +44.5% | -42.3% | -2.6% |
| YTD | +25.9% | +59.4% | -33.5% | +14.9% |
| 1Y | +20.1% | +77.5% | -57.4% | +5.5% |
| All | +20.1% | +71.2% | -51.0% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SWK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling